As of Tue Mar 31, 2026, the total assets managed under Kotak Infrastructure And Economic Reform Fund Direct-idcw stand at approximately ₹ 2,054.9 crore.

The Kotak Infrastructure And Economic Reform Fund Direct-idcw has delivered the following short-term performance:

• 3 Months Return: 1.43%

The historical growth of the Kotak Infrastructure And Economic Reform Fund Direct-idcw is reflected through its CAGR returns:

• 3 Year CAGR: 20.39%
• 5 Year CAGR: 22.31%
• Return Since Launch: 17.51%

The portfolio of Kotak Infrastructure And Economic Reform Fund Direct-idcw is distributed across different asset classes as follows:

• Equity: 100.16%

The Kotak Infrastructure And Economic Reform Fund Direct-idcw is managed by Nalin Rasik Bhatt, representing Kotak Mahindra Mutual Fund.

The Kotak Infrastructure And Economic Reform Fund Direct-idcw investments are allocated across market caps in the following manner:

• Large Cap Stocks: 44.85%
• Mid Cap Stocks: 16.30%
• Small Cap Stocks: 38.85%

Top stock holdings of Kotak Infrastructure And Economic Reform Fund Direct-idcw include:

• Larsen & Toubro Ltd – represents 11.19% of the portfolio
• Larsen & Toubro Ltd – represents 10.68% of the portfolio
• Larsen & Toubro Ltd – represents 9.68% of the portfolio
• Larsen & Toubro Ltd – represents 10.35% of the portfolio
• Larsen & Toubro Ltd – represents 7.86% of the portfolio
• Larsen & Toubro Ltd – represents 7.86% of the portfolio
• Bharti Airtel Ltd – represents 7.07% of the portfolio
• Bharti Airtel Ltd – represents 7.07% of the portfolio
• Bharti Airtel Ltd – represents 6.78% of the portfolio
• Bharti Airtel Ltd – represents 6.78% of the portfolio

Major sector exposures in Kotak Infrastructure And Economic Reform Fund Direct-idcw are:

• Technology – accounts for 67.76% of the portfolio
• Industrials – accounts for 63.01% of the portfolio
• Energy & Utilities – accounts for 17.17% of the portfolio